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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Funds holding	Growth	Growth %	Fund value
76	76 MaxLinear MXL $7.09B	239	+21	+10%	$1.21B
77	77 Navitas Semiconductor NVTS $2.42B	235	+15	+7%	$663M
78	78 Cohu COHU $2.6B	231	+22	+11%	$925M
79	79 Veeco VECO $2.76B	229	+13	+6%	$1.94B
80	80 State Street SPDR S&P Semiconductor ETF XSD $2.83B	229	+9	+4%	$590M
81	81 Adtran ADTN $532M	221	+28	+15%	$659M
82	82 Silicon Motion SIMO $7.41B	219	+7	+3%	$2.6B
83	83 Vicor VICR $10.1B	215	+8	+4%	$964M
84	84 indie Semiconductor INDI $464M	201	+19	+10%	$814M
85	85 Ichor Holdings ICHR $1.75B	192	+21	+12%	$576M
86	86 Alpha and Omega Semiconductor AOSL $707M	185	+21	+13%	$619M
87	87 PDF Solutions PDFS $1.74B	183	+11	+6%	$767M
88	88 Applied Optoelectronics AAOI $7.11B	180	+34	+23%	$1.03B
89	89 Camtek CAMT $6.13B	175	0	0%	$2.71B
90	90 CEVA Inc CEVA $824M	163	+2	+1%	$598M
91	91 Bitdeer Technologies BTDR $2.28B	153	+43	+39%	$974M
92	92 Aehr Test Systems AEHR $2.26B	149	+28	+23%	$613M
93	93 Himax Technologies HIMX $2.11B	149	-1	-0.7%	$288M
94	94 DELISTED SkyWater Technology SKYT	143	+2	+1%	$415M
95	95 Wolfspeed WOLF $1.37B	136	-84	-38%	$485M
96	96 Invesco Semiconductors ETF PSI $2.66B	133	+7	+6%	$230M
97	97 Arteris AIP $979M	120	-8	-6%	$231M
98	98 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	116	+6	+5%	$243M
99	99 NVE Corp NVEC $502M	115	-5	-4%	$237M
100	100 Lightwave Logic LWLG $648M	103	-12	-10%	$83M